Principal Financial Group
EQBK icon

Principal Financial Group’s Equity Bancshares EQBK Stock Holding History

Principal Financial Group’s Portfolio EQBK Stock Details EQBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,620
Closed -$222K – 2518
2022
Q2 		$222K Buy
+7,620
New +$239K ﹤0.01% 2268
2019
Q2 		– Sell
-8,778
Closed -$253K – 2244
2019
Q1 		$253K Sell
8,778
-39
-0.4% -$1.27K ﹤0.01% 2080
2018
Q4 		$311K Sell
8,817
-1,040
-11% -$37.9K ﹤0.01% 2020
2018
Q3 		$387K Buy
9,857
+141
+1% +$5.81K ﹤0.01% 2016
2018
Q2 		$403K Buy
9,716
+2,575
+36% +$104K ﹤0.01% 2009
2018
Q1 		$280K Buy
7,141
+672
+10% +$24.9K ﹤0.01% 2036
2017
Q4 		$229K Buy
+6,469
New +$225K ﹤0.01% 2109

Other funds holding EQBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's EQBK Position: Q3 2022 in Review

Principal Financial Group sold out of Equity Bancshares (EQBK) in Q3 2022, closing a stake of 7,620 shares — an estimated $222K sold.

Principal Financial Group first reported a position in EQBK in Q4 2017 and held it in 7 quarters. The position peaked at $403K in Q2 2018. 91 funds tracked by Wall St. Rank hold EQBK as of Q3 2022.

  • Principal Financial Group reported no remaining Equity Bancshares position as of Q3 2022 after selling out during the quarter.
  • Principal Financial Group sold 7,620 Equity Bancshares shares in Q3 2022, an estimated $222K.
  • Principal Financial Group first reported a position in Equity Bancshares in Q4 2017 and held it in 7 quarters.
  • Principal Financial Group's Equity Bancshares position peaked at $403K in Q2 2018.
  • 91 funds tracked by Wall St. Rank held Equity Bancshares as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.